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Using Salesforce’s Sandbox

Updated 31 October 2026

A sandbox is a copy of your Salesforce production org, used to build, test and train without affecting live data. We recommend installing and testing Aedon.Accounting changes in a sandbox before your production org.

Sandbox types

Type What it copies Can be refreshed every Typical use
Developer Configuration only, with a small amount of storage 1 day Building and testing changes
Developer Pro Configuration only, with more storage 1 day Building and testing with more test data
Partial Copy Configuration and a sample of your data, chosen with a sandbox template 5 days Testing with realistic data, training
Full Configuration and all your data 29 days Full testing, user acceptance testing and training

Which types you can create, and how many, depends on your Salesforce edition and licences. In Setup, enter Sandboxes in the Quick Find box to see your licences(1) and create a sandbox(2).

The Sandboxes page in Setup with the available licences and the New Sandbox button

Sandbox templates

A sandbox template lists the objects to copy into a Partial Copy or Full sandbox. For Aedon.Accounting, include the Aedon master data, such as companies, financial years, periods, nominal codes, tax codes and currencies, as well as the transactions you want to test with.

Salesforce help

For the details, see Salesforce’s own help:

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